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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-07-31
TX RA APPROVED_RES 2025-07-17
  • AZ RA
    APPROVED
    Since 2025-07-31
  • TX RA
    APPROVED_RES
    Since 2025-07-17

Branch Locations

Surprise, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fedex Office Phoenix AZ 05/2015 08/2017
Fidelity Brokerage Services Llc Chandler AZ 03/2024 Present
Dillon Cage Phoenix AZ 08/2017 02/2024
Strategic Advisers Llc Chandler AZ 07/2025 Present
  • 05/2015 → 08/2017
    Fedex Office
    Phoenix, AZ
  • 03/2024 → Present
    Fidelity Brokerage Services Llc
    Chandler, AZ
  • 08/2017 → 02/2024
    Dillon Cage
    Phoenix, AZ
  • 07/2025 → Present
    Chandler, AZ
Other Businesses

OBA-107936|OrgNmn:n/a sole proprietor|Org Addr:Phoenix,Arizona,US|OBA Nature:NFL Doping Control Officer (Dr|Invst Rel:N|Title:Sole Proprietor|Duties:Formerly full time, now transioning to help on weekends.|StrtDt:08-01-17|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-26
  • S66 Uniform Combined State Law Examination
    2024-08-26

View on SEC IAPD

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